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Sowell Financial Services’s iShares Global 100 ETF IOO Stock Holding History

Sowell Financial Services’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$486K Buy
3,558
+8
+0.2% +$1.09K 0.02% 663
2026
Q1 		$429K Hold
3,550
– – 0.02% 694
2025
Q4 		$450K Buy
3,550
+5
+0.1% +$622 0.02% 681
2025
Q3 		$425K Sell
3,545
-1,038
-23% -$118K 0.02% 678
2025
Q2 		$494K Buy
4,583
+721
+19% +$71.6K 0.02% 614
2025
Q1 		$372K Buy
+3,862
New +$390K 0.02% 675
2023
Q2 		– Sell
-2,896
Closed -$203K – 680
2023
Q1 		$203K Buy
+2,896
New +$194K 0.02% 685
2022
Q1 		– Sell
-19,452
Closed -$1.52M – 332
2021
Q4 		$1.52M Sell
19,452
-2,376
-11% -$180K 0.09% 251
2021
Q3 		$1.55M Sell
21,828
-8,635
-28% -$632K 0.1% 220
2021
Q2 		$2.16M Sell
30,463
-17,151
-36% -$1.19M 0.14% 175
2021
Q1 		$3.32M Buy
47,614
+28,368
+147% +$1.84M 0.12% 171
2020
Q4 		$1.21M Buy
19,246
+2,922
+18% +$174K 0.05% 286
2020
Q3 		$919K Buy
16,324
+1,034
+7% +$58.3K 0.05% 314
2020
Q2 		$807K Buy
15,290
+11,709
+327% +$585K 0.04% 328
2020
Q1 		$160K Hold
3,581
– – 0.01% 713
2019
Q4 		$193K Buy
3,581
+11
+0.3% +$567 0.01% 724
2019
Q3 		$177K Buy
+3,570
New +$174K 0.01% 680

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sowell Financial Services's IOO Position: Q2 2026 in Review

Sowell Financial Services increased its iShares Global 100 ETF (IOO) stake by 0.23% in Q2 2026, buying an estimated $1.09K and bringing the position to 3,558 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #663.

Sowell Financial Services first reported a position in IOO in Q3 2019 and has held it in 17 quarters since. The position peaked at $3.32M in Q1 2021. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Sowell Financial Services held 3,558 shares of iShares Global 100 ETF worth $486K as of Q2 2026.
  • Sowell Financial Services bought 8 iShares Global 100 ETF shares in Q2 2026, an estimated $1.09K.
  • iShares Global 100 ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #663 holding.
  • Sowell Financial Services first reported a position in iShares Global 100 ETF in Q3 2019 and has held it in 17 quarters since.
  • Sowell Financial Services's iShares Global 100 ETF position peaked at $3.32M in Q1 2021.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.